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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Summit Financial Strategies
Columbus,
Ohio
| $654M | +$129M | +25% | 10.6% | 59.4% | 147 | 15.65% | 3.2 |
|
| 2527 |
2527
Rockbridge Investment Management
Syracuse,
New York
| $654M | +$88.2M | +16% | 8.61% | 38.6% | 665 | 83.91% | 0.5 |
|
| 2528 |
2528
Stanley-Laman Group
Berwyn,
Pennsylvania
| $654M | +$67.6M | +12% | 7.62% | 114% | 278 | 32.73% | 1.9 |
|
| 2529 |
2529
Jag Capital Management
St Louis,
Missouri
| $653M | -$176M | -21% | 17.3% | 230% | 200 | 43.5% | 3.7 |
|
| 2530 |
2530
Lodestar Private Asset Management
Alamo,
California
| $652M | +$68M | +12% | 10.2% | 64.4% | 211 | 9.95% | 0.9 |
|
| 2531 |
2531
Condire Management
Dallas,
Texas
| $652M | +$64M | +11% | 7.3% | 187% | 19 | 31.58% | 1.2 |
|
| 2532 |
2532
Delta Global Management
New York
| $651M | – | – | 21.9% | – | 27 | – | 0 |
|
| 2533 |
2533
FIFTHDELTA
London,
United Kingdom
| $651M | -$69.2M | -10% | 3.19% | 16.6% | 14 | 42.86% | 0.6 |
|
| 2534 |
2534
Nilsine Partners
Greenwood Village,
Colorado
| $651M | -$10.5M | -2% | 11.9% | 117% | 373 | 21.18% | 0.7 |
|
| 2535 |
2535
OLP Capital Management
Causeway Bay,
Hong Kong
| $651M | +$127M | +24% | 34.6% | 146% | 3 | 33.33% | 1.4 |
|
| 2536 |
2536
Hendershot Investments
Centreville,
Virginia
| $650M | +$53.9M | +9% | 8.46% | 50.5% | 135 | 3.7% | 4.8 |
|
| 2537 |
2537
Sarissa Capital Management
Greenwich,
Connecticut
| $649M | -$93.5M | -13% | 12.2% | 80% | 11 | 18.18% | 4.2 |
|
| 2538 |
2538
Advisory Research
Chicago,
Illinois
| $648M | -$71.9M | -10% | 18.3% | 144% | 491 | 46.23% | 1.7 |
|
| 2539 |
2539
Ardsley Advisory Partners
Stamford,
Connecticut
| $648M | +$200M | +45% | 28.6% | 555% | 183 | 62.3% | 0.6 |
|
| 2540 |
2540
KLCM Advisors
Milwaukee,
Wisconsin
| $648M | +$116M | +22% | 10.7% | 122% | 161 | 15.53% | 4 |
|
| 2541 |
2541
Quarry LP
New York
| $648M | +$218M | +51% | 6.25% | 83.2% | 1,693 | 57.12% | 0.3 |
|
| 2542 |
2542
Canandaigua National Bank & Trust
Canandaigua,
New York
| $647M | +$29.4M | +5% | 9.35% | – | 280 | 13.93% | 5.9 |
|
| 2543 |
2543
Financial Synergies Wealth Advisors
Houston,
Texas
| $646M | -$46.6M | -7% | 10.2% | 79% | 555 | 27.21% | 1.5 |
|
| 2544 |
2544
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $645M | +$77.3M | +14% | 29.8% | 312% | 2 | 0% | 1.6 |
|
| 2545 |
CBT
2545
Central Bank & Trust
Lexington,
Kentucky
| $645M | +$70M | +12% | 12% | 118% | 364 | 11.81% | 5.7 |
|
| 2546 |
2546
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $645M | +$61.6M | +11% | 10.5% | 75.6% | 241 | 13.69% | 0.9 |
|
| 2547 |
2547
Samsara BioCapital
Palo Alto,
California
| $643M | +$316M | +97% | 95.7% | 1,580% | 44 | 13.64% | 2.1 |
|
| 2548 |
2548
Roberts Wealth Advisors
Palo Alto,
California
| $643M | +$415M | +183% | 10.9% | 81.1% | 90 | 41.11% | 1.9 |
|
| 2549 |
2549
Harvest Fund Management
Beijing,
China
| $642M | +$69.6M | +12% | 20.2% | 327% | 723 | 20.33% | 2.1 |
|
| 2550 |
CL
2550
CIM LLC
Albany,
New York
| $642M | +$117M | +22% | 11.5% | 108% | 168 | 24.4% | 3.6 |
|